Centerpoint Advisors’s Enterprise Products Partners EPD Stock Holding History

Centerpoint Advisors’s Portfolio EPD Stock Details EPD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$26K	Hold	700	–	–	0.01%	198
2025 Q4	$22K	Hold	700	–	–	0.01%	225
2025 Q3	$22K	Hold	700	–	–	0.01%	233
2025 Q2	$22K	Hold	700	–	–	0.01%	222
2025 Q1	$24K	Hold	700	–	–	0.01%	219
2024 Q4	$22K	Hold	700	–	–	0.01%	250
2024 Q3	$20K	Hold	700	–	–	0.01%	270
2024 Q2	$20K	Hold	700	–	–	0.01%	265
2024 Q1	$20K	Hold	700	–	–	0.01%	243
2023 Q4	$18K	Hold	700	–	–	0.01%	260
2023 Q3	$19K	Hold	700	–	–	0.01%	233
2023 Q2	$18K	Hold	700	–	–	0.01%	266
2023 Q1	$18K	Hold	700	–	–	0.01%	268
2022 Q4	$17K	Buy	+700	New	+$17.2K	0.01%	222

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Fayez Sarofim & Co

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return